Sr. Director, FP&A

Top Management

Represent $100M+ in revenue via partnerships with the President, CEO, COO, & CTO on establishing operating results on executing revenues,
margin/EBITDA growth & targets, managing expenses within budgetary allocations, and initiatives on progressing the organization.
? Organizational savings identified within 1 month in the amount of $2.5M referencing material and operational expenses no longer consumed.
? $20M agreement with major supplier negotiated for annual pricing, rebates, & terms which in turn saved 12% of cost compared to prior year.
? 10 Year Plan quantitatively identified in the amount of $950M+ for West Coast expansion per Regional Market analysis, incl. financial models.
? $25M Contracts/MSAs negotiated for new, renewal & recurring fees, incl. legal engagements to ensure the overall wealth of the organization.
? Banking relationships established with Chase & Bank of America for $12M loan agreements, incl. debt covenant management & submissions.
? True Leadership with definition represented & lead HR, IT, Shipping, Receiving, AR/Collections, AP, & Procurement Departments
? Implementing a 5+ tiered phasing of Netsuite & Microsoft Power BI to interconnect and strategically identify business decisions for supply/demand efforts, operational scheduling, financial & accounting transactions/treatments, material planning, inventory, and production.
? Responsible for annual audits and engagements with external parties for formal submissions and completion.
? Initiated Budget Process, monitor expenses, conduct monthly, quarterly, and H1/H2 variances reviews for P & L navigations and opportunities.
? Cash forecast set forth with a purview of 1+ year connected to revenues, operating expenses, fixed assets, & forecasted expenditures.
? Revenue Recognition standards enacted adhering to ASC606 requirements.
? Established Sales & Operational Processes & Financial Controls for effective departmental guides previously not present, incl. GAAP.
? Monitor Headcount Cost for attrition, backfills, and new roles required for continuous business needs.
? Partner with Sales & Marketing to ensure targets/budgets are met via lead/pipeline discussions for business pursuits and awards.
? Collaborate cross-departmentally to ensure team members understand ambiguities which may come about for 360° business cycle success.

(Recognized & Awarded by Organization within 3 Months as Global Leader)
? Strategic Partner via $700M+ services offered to Internal & External Customers, Field Leaders, C-Level/BOD Leadership within the organization
on all matters related to cash, GTM, operational FP&A engagement via qualitative & quantitative data visualization metric-based outcomes.
? $1B+ Executive PowerPoint Financial Summary material (monthly/quarterly) presented for Financial Progressions & Operational results.
? Responsible for $350M+ P&L/budget, EBITDA, forecast/actual productivity variance analysis reviews, pricing, cost, incl. vol. growth enablers.
? Direct $150M+ ASC606 revenue recognition standards, incl. billing, cash, & collections for proper assessments for monthly & quarterly closures.
? Implemented & oversee operating plan/budget structure consisting of $700M+ & exceeded targets by 25% for (OU) operational unit success.
? Actualized projects & M&A/Finance Integrations consisting of $300M+ via key metrics identifiers for ROI, data driven visual analytics/MS Power
BI dashboards, KPI's, trend analysis, pipeline reviews, expenses, Syndicated Data & Market Research, & recommendations for timely delivery.
? Integrated an $800M+ Metric Dashboard leveraging subscription model analysis for Sales planning, forecasting, pricing, bookings, & revenue.
? Delivery of $220M+ products, proposals, & licenses conducted internally & externally among customers for bookings, revenues & backlog.
? Negotiated $150M+ contracts/SOW's with Legal Team, agencies, leases/contracts, deal & proposal structures, & vendors for favorable
decisions, in turn saved $10M+ for renewals for recurring & non-recurring revenues.
? Revenue increase by 20% recognized via Microsoft Power BI statistical analysis identifying Marketing opportunities for AMS, APAC & EMEA.
? Coordinate, Liaise, & advise Finance/Accounting shared service functions for success to ensure polices, controls, Financial Statement/Balance
Sheet reviews, GAAP/IFRS/SOX compliance, VAT/Tax, Cash Flow/Forecasts, Treasury, SG&A, GL, COGS, CAPEX,OPEX, HC, NPV, accruals, DSO
(Lifecycle) for AR/Collections, AP, profit/gross margin reviews, chargebacks, commissions, cost, audits, invoicing, backlog, & monthly close.

Sr. Director, Global Finance, Analytics, & Operations

(Promoted from Director)
? Led $650M+ commercial finance business segments referencing global technologies of operations/projects linked to P & L overviews for profitability, ASC606 revenue recognition, billing, leases/contracts, including Board of Directors summaries.
? Responsible for Collections & Cash Management of $400M+ to ensure alignment of operational efforts.
? Revenue Recognition success via ASC606 standards overachieved by $5M+ exceeding targets, including investment/debt covenants.
? Implemented $2B+ analytical tools/KPI's/Dashboards/Visual Analytics for business segments previously not in place covering pipeline & cash
flow attributes for proper forecasting/predictors as the year is progressed from top level metrics to granular views.
? Executed $700M+ global budget, forecasts, AP, AR, OPEX, & headcount reviews incorporating strategic initiatives & macro-economic factors.
? Managed $800M+ life-cycles for products, project management, inventory, supply chain, GAAP/IFRS/SOX, and deployment for timely delivery.
? Collaborate with the ELT on providing commentary for equipment leasing, banking relations, excellence in data, logistics reporting and analytics.

VP/Segment CFO - Strategic Planning, BI, & Operations

| Analytics (Promotion from Manager Role & Recognized by the Organization as a Collaborative Leader)
? $4 Billion Global Executive Business reviews presented S&OP, P&L, margins/pricing, forecasting/budgeting, pipeline reviews, & trends for monthly/quarterly progressions, incl. strategic market analysis of business development for market growth.
? Implemented $1B+ Oracle Sales (ERP) insights & Dashboards providing visibility of Services/Backlog previously unavailable.
? $15B+ Variance analysis conducted for forecast vs. actuals for pricing, programs, profit margin, ROI, bookings, backlog, & sales.
? Led Global Sales Initiatives via Industry News & Analytics to regional leaders impacting strategic growth & planning by $200M+.
? Partnerships created alongside the global sales and data intelligence organizations via business analytics tools enhancing Panasonic's salesforce
knowledge with KPI's/metrics upon presenting products, program management, equipment leasing, supply chain/demand, & services to clients.
? Managed $28B+ Global Market Share & trends via historical & present overviews for regional intelligence to AMERICAS, EMEA, & APAC.
? Introduced Global Products / Services business reviews via Microsoft Power BI Dashboards, in turn providing real-time metrics.
? Serve as IT liaison/project manager & trained cross-functional dept's. for Oracle System uniformity across multiple platforms.
? Recognized & Awarded as Quarterly Leader for executing Strategic Initiatives enabling Sales Team for Customer Value Modeling.
? Directed Team of 7+ & Recognized among Operations, Sales, Finance, & IT via Departmental Quarterly Customer Service Awards.

Sr. Manager, Global Finance Op's, & BI

? Developed portfolio strategies regarding assets of existing & prospective clients ranging from $200K to $5 Million.
? IT Financial analysis provided via system integration to streamline electronic documentation increasing productivity by over 25%.
? Operational & Financial system support provided for complex business unit & real estate management analysis.

Financial Operations & Business Development Manager

(Promotion from Analyst II role)
? $8 Billion C-Level Oral PowerPoint daily summaries presented daily to WD President/CEO, CFO, and Global Leaders worldwide (NA, EU, MEA, APAC, & Japan) for global product allocation and financial progression. Ad-hoc reporting provided per Finance, Sales, & Operational requests.
? Established weekly allocation of 500K to 7M+ products to Global Channels via business tools created for Operations.
? $5B+ Financial guidance provided during supply/demand planning/budgeting process to aid vertical business growth - KPI reporting.
? 55M+ unit Manufacturing annual reporting developed and implemented to measure metrics per rolling budget/forecast increasing department
efficiency, including marketing & inventory analysis/reviews, supply chain & logistics.
? Aided VP of Worldwide Sales on targeting $500M+ worldwide clients per demand/inventory in effect referencing risks and opportunities.
? Recommendations provided for worldwide audience for current trends, including appropriate course of action for business unit leaders and corporate management per global demand via systems automations translating in a 20%+ business growth.
? Quarterly/Annual Forecast vs. Actual analysis provided, including historical trends/linearity, currency mgmt., & variances for executive reviews.
? On-Time Shipment requests executed via global strategic hubs established throughout the globe, including JIT.
? 1M+ units allocated weekly for proper inventory turn per builds scheduled globally.

Earlier Career included sales & operations, analytics, operational finance positions focusing with increased levels of responsibility
? USI INSURANCE HOLDINGS	Portfolio/Credit-A/R Manager	• WILLIAMS COMMUNICATIONS (NORTEL)	- Project Manager

Sr. Global Sales Supply Chain, Analytics, & Operations Analyst

Find out detailed information about Edison Jarrin, Sr. Director, FP&A 

Edison Jarrin: Sr. Director, FP&A

Edison Jarrin

California State University Fullerton